A tricky few weeks in markets are putting several of the consensus trades to the sword. As investors grapple with mixed signals and increasing bifurcation within the global economic outlook, politics and an emerging AI arms race are becoming more prominent in driving day-to-day shifts in returns and sentiment, making the long view all the more important. In this special roundtable edition of the podcast, we sit down with Simona Mocuta, Altaf Kassam and Jenn Bender from the research and strategy team at State Street Global Advisors, getting their perspective on the macroeconomy, their preferred asset allocation framework and the building blocks that go into a durable portfolio designed for the long-term.
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